-69.5%
SGA price history and return analytics
+221.8%
-291.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.7% |
| 7D | -9.5% | +2.4% | -11.9% | -11.0% |
| 30D | -14.3% | -1.5% | -12.8% | -13.5% |
| 3M | -25.7% | -4.1% | -21.6% | -23.5% |
| 6M | -26.1% | +0.6% | -26.7% | -26.7% |
| YTD | -34.1% | +11.0% | -45.1% | -39.2% |
| 1Y | -36.7% | +13.3% | -50.1% | -42.6% |
| 3Y | -53.6% | +73.4% | -127.0% | -70.0% |
| 5Y | -53.2% | +57.4% | -110.6% | -67.5% |
| All | -69.5% | +221.8% | -291.3% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling